Senior Client Onboarding Specialist

Job Summary:We are seeking a highly skilled Client Onboarding Specialist to join our team at Phaxis LLC. As a Client Onboarding Specialist, you will be responsible for reviewing and analyzing documentation to ensure the accuracy and completeness of client information.Key Responsibilities:Review and analyze documentation such as identification papers,...

Client Onboarding SpecialistPhyton Talent Advisors is seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of our financial services team, you will be responsible for ensuring the smooth onboarding of new clients while maintaining compliance with regulatory standards.Key Responsibilities:KYC Reviews: Conduct comprehensive...

Job Summary: We are seeking a highly skilled Client Onboarding Specialist to join our team in New York City. As a Client Onboarding Specialist, you will be responsible for reviewing and enriching client remediation populations, assisting with sourcing missing client contacts, and providing guidance and oversight to the KYC Refresh team. You will also act as...

About the Role:As a Client Onboarding Specialist at SMBC Group, you will play a crucial role in supporting the Relationship Manager team in delivering exceptional client service. Your primary responsibility will be to perform a variety of administrative duties, including travel booking, expense reports, and invoice processing.Key Responsibilities:Provide...

Job OverviewUS Tech Solutions is seeking a highly skilled Client Onboarding and Regulatory Compliance Specialist to join our team in New York City. This role is part of our Client Onboarding and Regulatory Services (CORS) function within Shared Services Banking Operations.About the RoleAs a Client Onboarding and Regulatory Compliance Specialist, you will...

Empowering New Yorkers to ThriveNYC Health + Hospitals is a leading public healthcare system in the United States, providing essential services to over one million New Yorkers annually. Our diverse workforce is dedicated to delivering high-quality care and promoting the health and well-being of our communities.As a Senior Onboarding Specialist, you will play...

Empowering New Yorkers to Live Healthier LivesNYC Health + Hospitals is a leading public healthcare system in the United States, providing essential services to over one million New Yorkers annually. As a Senior Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for new hires, transfers, and civil service...

SMBC Group is a top-tier global financial group with a 400-year history. Headquartered in Tokyo, the Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc....

About the RoleWe are seeking a highly skilled Data Onboarding Specialist to join our team at Arch. As a Data Onboarding Specialist, you will be responsible for owning the data onboarding and implementation process for our large-scale clients. This includes working closely with our client-facing teams to ensure they have all the necessary data and dashboards...

About the RoleWe are seeking a highly skilled Data Onboarding Specialist to join our team at Arch Company. As a key member of our team, you will be responsible for owning the data onboarding and implementation process for our large-scale clients.As a Data Onboarding Specialist, you will work closely with our client-facing teams to ensure that our clients...

About Sun River HealthSun River Health is a comprehensive Federally Qualified Health Center (FQHC) system with over 45 locations, serving more than 250,000 patients across the Hudson Valley, New York City, and Long Island. Our mission is to provide quality, affordable health care to communities in need.Job Title: Onboarding/Verification SpecialistThe...

Senior Customer Onboarding ManagerSmartly is seeking a highly skilled and detail-oriented Senior Customer Onboarding Manager to join our dynamic Onboarding team. As a Senior Customer Onboarding Manager, you will play a crucial role in assisting our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the...

Job Title: Customer Onboarding SpecialistMailchimp is a leading marketing platform for small businesses. We empower millions of customers around the world to build their brands and grow their companies with a suite of marketing automation, multichannel campaign, CRM, and analytics tools.Job SummaryThe Onboarding Team within our Sales organization is focused...

About the RoleWe are seeking a highly skilled Senior Associate, Client Implementation Specialist to join our Global Markets team in New York, NY. As a key member of our team, you will be responsible for onboarding clients into our system, opening and closing accounts, and handling transitions and conversions.Key ResponsibilitiesUnder minimal direction,...

Director of Client Onboarding and Accounting SystemsPhyton Talent Advisors is seeking a seasoned professional to lead our client onboarding efforts for non-profit organizations. As a Director of Client Onboarding and Accounting Systems, you will be responsible for ensuring a seamless transition of clients into our financial and operational systems.Key...

Director of Client Onboarding and Accounting SystemsPhyton Talent Advisors is seeking a seasoned professional to lead our client onboarding and accounting systems initiatives. As a key member of our team, you will be responsible for ensuring a seamless transition of new clients into our financial and operational systems.Key Responsibilities:Develop and...

Job SummaryWe are seeking a highly skilled Global Markets Onboarding Specialist to join our team at Axelon. The successful candidate will be responsible for coordinating the onboarding process for new clients, ensuring a seamless and efficient experience.Key ResponsibilitiesAct as a liaison between Due Diligence, onboarding/Recertification, Compliance, and...

Senior Customer Onboarding ManagerSmartly is seeking a highly skilled and detail-oriented Senior Customer Onboarding Manager to join our dynamic Onboarding team. As a Senior Customer Onboarding Manager, you will play a crucial role in assisting our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the...

Senior Customer Onboarding ManagerSmartly is seeking an enthusiastic and detail-oriented Senior Customer Onboarding Manager to join our dynamic Onboarding team. As a Senior Customer Onboarding Manager, you will play a crucial role in assisting our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the Smartly...

Senior Client Account SpecialistThe Senior Client Account Specialist plays a critical role in ensuring timely and accurate invoice processing for one of our major clients. This involves submitting a large volume of e-bills through platforms like BillBlast and other e-billing vendors.This position requires creating e-files in LEDES format, troubleshooting...